Hi,
I am inputting an excel file into my workflow. How can I filter a field in this workflow based on another field for each individual record from a vertical layout?
I want to attach this excel file but filter it for each indivdiual record before attaching it.
ie
file a
First Name | Last Name | Cool |
Louis | Stevens | No |
Ren | Stevens | Yes |
Can I filter an excel file for each first name? then attach it? So there will be two emails, 1 to louis, 1 to ren, with 2 different attachments based on filtering for the name,
Anyone do anything like this?
Hi @wonka1234 ,
I would first output Excel files and then attach each file with Email tool.
Workflow
I added a column [Email Address] in Text Input tool to use it in Email tool,
and added [path] with Formula tool to specify it in Output Data tool and Email tool.
To avoid file access issue, I used Block Until Done.
Please configure Email tool as necessary at your environment to see if it works.